Souders Financial Advisors’s Capital Group New Geography Equity ETF CGNG Stock Holding History

Souders Financial Advisors’s Portfolio CGNG Stock Details CGNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.51M	Buy	200,363 +10,453	+6%	+$371K	0.76%	38
2026 Q1	$6M	Buy	189,910 +9,113	+5%	+$302K	0.68%	37
2025 Q4	$5.77M	Buy	180,797 +4,977	+3%	+$157K	0.66%	36
2025 Q3	$5.43M	Buy	175,820 +4,481	+3%	+$132K	0.65%	38
2025 Q2	$4.94M	Buy	171,339 +4,269	+3%	+$113K	0.63%	36
2025 Q1	$4.2M	Buy	167,070 +7,443	+5%	+$190K	0.59%	40
2024 Q4	$3.95M	Buy	+159,627	New	+$4.1M	0.55%	45

Other funds holding CGNG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Souders Financial Advisors's CGNG Position: Q2 2026 in Review

Souders Financial Advisors increased its Capital Group New Geography Equity ETF (CGNG) stake by 5.5% in Q2 2026, buying an estimated $371K and bringing the position to 200,363 shares worth $7.51M. The position accounts for 0.76% of the portfolio, ranked #38.

Souders Financial Advisors first reported a position in CGNG in Q4 2024 and has held it in 7 quarters since. 246 funds tracked by Wall St. Rank hold CGNG as of Q2 2026.

Souders Financial Advisors held 200,363 shares of Capital Group New Geography Equity ETF worth $7.51M as of Q2 2026.
Souders Financial Advisors bought 10,453 Capital Group New Geography Equity ETF shares in Q2 2026, an estimated $371K.
Capital Group New Geography Equity ETF made up 0.76% of Souders Financial Advisors's portfolio in Q2 2026, its #38 holding.
Souders Financial Advisors first reported a position in Capital Group New Geography Equity ETF in Q4 2024 and has held it in 7 quarters since.
246 funds tracked by Wall St. Rank held Capital Group New Geography Equity ETF as of Q2 2026.

Based on Souders Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.